Articles

Whether the U.S. economy will tip into recession and with the return of bonds as an attractive complement to stocks, investors have much to consider in 2024.

In a plot twist for equity markets, the expected pain in 2023 became gain. We explore five catalysts that turned the U.S. investment environment on its head.

As markets shrug off soaring U.S. debt, we unpack the debt dilemma and argue that positioning portfolios for a debt crisis can lead to subpar returns.

There’s a lot of advice online, and a lot of misinformation. If you’re an executor, get the right advice for you.

The Wealthy Barber on why executors should consider getting help from the professionals.

Frédérique and Kent discuss how current geopolitical shifts are impacting the semiconductor industry, and what opportunities may emerge for investors.

The UK economy is weak and suffers from troublingly persistent core inflation. A Labour government would inherit a challenging backdrop. Nevertheless, we find opportunities in both equities and fixed income.

National and economic security concerns have countries bringing chipmaking back home. We look at the challenges and opportunities from this strategy.

As businesses report their latest quarterly results, questions remain about the U.S. economy’s future direction.